Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$988,262
-$54,122 QoQ
Shares Held
15,950
-6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#650
of 1,449 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026San Luis Wealth Advisors LLC holds $988,262 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
15,950 | $988,262 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,262 | 15,950 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,042,384 | 17,038 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $937,151 | 16,625 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $792,519 | 13,037 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $647,017 | 11,231 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $685,678 | 11,820 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||